Xero Accounting Software

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I was wondering when Xero will be integrated into Front Desk? I had a conversation last year with one of the technicians who mentioned it may be toward the end of 2016?P.S. This forum is a great idea. Thank you!
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Charmaine Petersen

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Posted 5 years ago

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Kirsty

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Oh that would be good - presumably you, (SS),  would be doing the same for QuickBooks and MYOB. I currently have a Book-keeper tech looking in to how we can better export reports in to MYOB. :)
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Tony Taddeo, Managing Director

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Hi Charmaine, Xero integration will be included this year (2015). I would suggest in less than 6 months.  The reason we have been a little slow integrating with external accounting packages is that Front Desk already has a very good accounts receivable functionality for allied health practices at its core. Some of our competitors who already integrate with Xero, do so because their accounting functions are a little light on. Our need was a little less pressing. However we don't cover the accounts payable, BAS and financial reporting like profit and loss etc so we understand the need.  In the past our clients have been moving over summary accounts receivable information manually every month or so.

No integration planned for MYOB at this stage as they don't have the nice API's like Xero and support over time would be too arduous. Each time you update MYOB to a new version it would break the integration on your local machine. We had a third party company approach us a few years ago regarding a MYOB/Front Desk integration that they had created but wanted to charge users $120 per month to support it.  Not surprisingly, no one wanted it.

You will not have to wait too long now  :)
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Charmaine Petersen

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Hi Tony,

Thank you for your response. This is wonderful news! I believe it will be cost effective and time efficient for Frontdesk users and in my case, as a small business owner. I have been a user of Frontdesk for 5 years and have always believed that the integration of a accounting package would see Frontdesk a complete practice software management program.

Charmaine :)

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Tony Taddeo, Managing Director

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Thank you Charmaine, we completely agree. :)

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Kirsty

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Looking forward to Xero integration .... any idea when?
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Timothy, Business Care Manager

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Hi Kirsty. We're aiming to have the integration complete by the end of this year. We'll keep this post updated when we have further information regarding the release.
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Pascal

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Front Desk - Xero integration would be fantastic !  yes please

I'm the accountant and part owner at a well established psychology practice we purchased in July 2015.  We have been using Front Desk for years and very happy with it.  Since July I've been using Xero for book keeping, accounts payable, BAS, payroll, etc.  So integration with Front Desk would be very helpful
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Darren

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That is great news.  We have been toying with the idea of changing from MYOB to Xero but you have just made that decision much easier.
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NewPsych Reception

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will there be an additional cost for the integration with Xero?
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Andrew, Community Manager

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Hi Tonia

I can confirm there will be no additional cost for Xero integration.  It will become a part of our standard feature set once it's released.
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NewPsych Reception

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Excellent - sold!
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Timothy, Business Care Manager

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Front Desk has Accounts Receivable functions that are designed specifically for Allied Health billing, therefore billing and debt management should remain in Front Desk. The planned Xero integration will be on a summary (journal) level, providing a method to transfer items in a given period such as total amount billed, total received and total payments from outstanding debtors (all with GST considerations included). This information, together with the accounts payable information in Xero, will allow you to do the higher level accounting functions and reporting i.e BAS, P/L reports etc. We will not be copying over individual account and transaction details as that is unnecessary.
(Edited)
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Tracey Stanbury

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Is this any closer to becoming reality?  We have started looking at other software that integrates with Xero but this may change our mind.
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Timothy, Business Care Manager

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Hi Tracey. At this stage we are looking at the first quarter of next year for release. It is our current highest software development priority and we are confident that it will be delivered at this time.
(Edited)
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Ms Pink

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Hi

Is this any closer to a 'Release Date' for the update?  I would really appreciate the ability to do the first quarter 2016 BAS in Xero using export functions from Frontdesk.
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Timothy, Business Care Manager

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Hi all. We are still looking at the first quarter of this year for release. It is hard to give an exact time due to the complexities of software development and other development priorities that pop up from time to time. As you can see from our regular updates, our development team are continually working on the product. We will be sure to update this post when we have further information to provide.
(Edited)
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Kirsty

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...looking forward to it's release....but also understand that it is better to get it right than release it with a plethora of bugs!
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Georgie O'Donnell

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Any news on Front Desk and Xero integration?
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Tony Taddeo, Managing Director

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Hi Georgie

This project is well underway but will not be completed by the end of March. Part of the reason for this is that we have broadened the scope of these changes so that the integration will be at a transaction level. Previously we were considering summary information posted to the Xero journal area. There will now be a transaction (invoice) in Front Desk and equivalent in Xero. Keeping the 2 systems synced is not trivial. Further, the changes required in the Front Desk accounting engine are more than we expected when setting the time expectation. I confirm this is a priority enhancement for us.

We understand the high level of interest in this enhancement and will keep you up-to-date when we know more. 

Tony
(Edited)
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Ms Pink

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Thanks for the update Tony... We're all 'hanging out' for it! Sad part is the need to 'duplicate' all the Invoices for this quarter to complete the BAS
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Georgie O'Donnell

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Hello Tony, will the Front Desk and Xero integration be ready for 1 July 2016?
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Timothy, Business Care Manager

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Hi Georgie. I am responding on behalf of Tony as he's out of the office this morning. We cannot provide an exact time for release at this stage but I do not believe that the integration will be ready by the 1st of July. We understand there is high interest in this item; this is also a high priority for our development team and we are working earnestly to complete the integration.
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Nicole Barnett

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Hi, wondering how this is progressing?  Will be have integration by 30th June 2017?  Thanks, Nicole.
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Kirsty

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...that sounds great - thanks for the update. I think that the new changes to the integration will be much better in the long run. :) 
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Tony Taddeo, Managing Director

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Thank you for your understanding. From our regular software releases you can see that we take the ongoing development of the system seriously.

Happy Easter all.

Tony

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Greer Watson

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Been hanging out for this integration for a long time. Can't wait!
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Eric St Physiotherapy

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Sounds great, this will be an amazing update with the potential to reduce a lot of data entry. 
I must say it will be a learning curve to try to manage items such as healthfund consolidated payments with Tyro and reconciling the payment schedules of individual healthfunds for practitioners from a transaction level.
Will there be the option to choose what level of integration Frontdesk makes with Xero, for example using only the summary information as earlier suggested? Or manual integration by exporting summarised reports? 
I am asking only as I can see problems from my end trying to piece together that much information (transactions, healthfunds, practitioners and payment schedules).

Regards,

Tom
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Better Life Centre

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Great! As a result of this integration, we are not transitioning from MYOB to Xero. There are a couple of questions that arise. Currently, Front Desk billing information fluctuates and needs to be checked regularly against MYOB sales:

1. How will these changes be accounted for once the figures are transferred to Xero - will they be automatically updated when Front Desk is updated?

2. Will there be a lock in period introduced in Front Desk? Xero has one that can be set each quarter. How will this affect Front Desk billing..


Thanks for all your support!

Jane
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Timothy, Business Care Manager

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Hi Jane. The integration will allow you to synchronise your Front Desk accounts receivable data to Xero. We will also be looking at the locking of accounting periods in Front Desk :)
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Better Life Centre

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Thanks Timothy.

Sorry, I meant to write we ARE transitioning. May have come across a little passive aggressive. 

Will we be able to get any information (screen shots?) as to how this process will look like so we can start preparing the correct accounts in Xero?

Thanks,

Jane
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Timothy, Business Care Manager

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Not to worry Jane, I didn't think your post was passive aggressive by any means! At this point in time there would be no benefit to providing screenshots, but as we approach the release we will certainly be providing more detailed information.
(Edited)
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Better Life Centre

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Thanks Timothy,

I would just like to bring to your attention this response I got from the Xero. I imagine because there is no live integration, you are not considering creating an add-on?


Hi Jane,
At this time, we don't have an integration with Front Desk Practice Management Software. Xero provides an API and partner program for applications to integrate with Xero, but this does require the Add-on partner to create the integration. We recommend you let Front Desk Practice Management Software know that integration with Xero is something you would like to see.

You can share our Developer Center link below if they want to learn more about this. We also have partners that can build custom integrations between Xero and other services. I've included a link to our Add-on Marketplace below where you can find developers that could build a connection for you.


Xero Developer Center: Partner with us
Xero Add-on Marketplace: Custom Integration

Kind regards,

Tim
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Gerry, Senior Application Developer

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Hi Jane, I'm part of the team working on the Front Desk Xero integration. I can confirm that we are registered in the Xero Developer Partner program, and that we are currently working with the Xero APIs to add this functionality to Front Desk. I believe the response from Tim at Xero was referring to completed integrations.
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Andrea

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Hi Gerry

Is there an ETA with regard to this?

Warm Regards
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Flex Physiotherapy

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Yes I would also be interested in an ETA for this as we have just moved from MYOB to Xero.
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Gerry, Senior Application Developer

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There's no ETA at this stage due to the size of the project, but I can confirm that it's a priority development for us. The actual integration to Xero is relatively trivial. What is taking the time are changes to the accounting engine in Front Desk, which is complicated, to make it Xero-compatible.